Lender Price Reviews

LoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales, leases, Investor Participation and others. Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions. --- Accrual Accounting option available; ---- Stand-alone and Borrower side servicing options available. FREE 30-days trial

Polly is a revolutionary end-to-end capital market ecosystem that lenders can trust to maximize performance, from rate lock to loan sales and delivery. The industry's most innovative tools enable data-driven decision-making to improve loan sales execution. You can quickly and easily create rules, dynamically manage margin strategies, distribute pricing across all channels, and stay ahead of your competition to win more business. Our rule system allows you to apply your business logic to ensure that loans are not sold to the wrong investors and that investor hit rates are optimized. A rule editor that is code-free allows you to create custom investor eligibility. All of your investors can send loans with automatically filtered bid tapes that are based on their eligibility. Never sell a loan to an investor that he cannot purchase.